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Re: ls7550 post# 40828

Monday, 06/27/2016 9:21:16 AM

Monday, June 27, 2016 9:21:16 AM

Post# of 47076
Dear Clive, Re: EU/UK Split.............

Thank you for your summary and local view. Far better than we've been getting on our telly.

VIEW did do a bit of buying with the chaos last Friday. Mainly ETFs, but other odds and ends, too. Summary later.

On the other side of the ledger VIEW did some 'vealies' on water utilities and related components that shot up as defensive moves. There was already ample cash on hand, so further selling on nicely yielding components seemed counterproductive.

Best regards,

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